Tim Latimer
@timlatimer.bsky.social
Geothermal 🌋⚡️
CEO @ Fervo Energy
HTX
CEO @ Fervo Energy
HTX
I propose a “Rendering Index” for new technologies. Ratio of press releases accompanied by renderings vs. actual photos of projects. To be used as an estimation of commercial readiness for a new technology sector.
August 28, 2025 at 10:33 PM
I propose a “Rendering Index” for new technologies. Ratio of press releases accompanied by renderings vs. actual photos of projects. To be used as an estimation of commercial readiness for a new technology sector.
I guess it inevitably comes with more attention being focused on geothermal, but I’m starting to see a lot more “startups” in the space that are just outright frauds. Some have even already gotten significant funding.
Caveat emptor.
Caveat emptor.
August 8, 2025 at 1:30 AM
I guess it inevitably comes with more attention being focused on geothermal, but I’m starting to see a lot more “startups” in the space that are just outright frauds. Some have even already gotten significant funding.
Caveat emptor.
Caveat emptor.
Usually layoffs happen at corporates during downturns. This market cycle feels very different. Is there historical precedent for what we are seeing now at many companies, which is layoffs happening concurrently to quarter after quarter of record profits?
August 7, 2025 at 1:30 AM
Usually layoffs happen at corporates during downturns. This market cycle feels very different. Is there historical precedent for what we are seeing now at many companies, which is layoffs happening concurrently to quarter after quarter of record profits?
It’s very clear the future is EVs. Astonishing how fast they have taken over in these markets.
Staggering figures.
Source: www.nytimes.com/2025/07/28/b...
“Nepal, The Country Where 76% of Cars Sold Are Electric”
Source: www.nytimes.com/2025/07/28/b...
“Nepal, The Country Where 76% of Cars Sold Are Electric”
August 2, 2025 at 10:37 PM
It’s very clear the future is EVs. Astonishing how fast they have taken over in these markets.
A lot of folks still have 2000-2010s era power prices in their heads as “normal” with an expectation that we will return to “normal” at some point.
There are many reasons that isn’t true, but this is probably the biggest among them. We are in a new era of power prices.
There are many reasons that isn’t true, but this is probably the biggest among them. We are in a new era of power prices.
July 30, 2025 at 4:36 PM
A lot of folks still have 2000-2010s era power prices in their heads as “normal” with an expectation that we will return to “normal” at some point.
There are many reasons that isn’t true, but this is probably the biggest among them. We are in a new era of power prices.
There are many reasons that isn’t true, but this is probably the biggest among them. We are in a new era of power prices.
This has been very different from the Fervo experience, where we are flooded with hundreds of applicants for every technical role we post now. I don’t think staff shortages are going to be a limiter for geothermal growth. www.wsj.com/articles/geo...
Geothermal Energy Is Heating Up. It’s Going to Need More Geologists.
The only renewable-energy source buoyed by the Trump administration is in short supply of scientific experts as the industry expands.
www.wsj.com
July 29, 2025 at 2:40 AM
This has been very different from the Fervo experience, where we are flooded with hundreds of applicants for every technical role we post now. I don’t think staff shortages are going to be a limiter for geothermal growth. www.wsj.com/articles/geo...
I have found to to be an almost invariable rule that, after seeing a viral post about a business leader that insists on some weird quirk for their company meetings, if you ask someone that works at that company, they basically just have normal meetings like any other corporation.
July 28, 2025 at 1:33 AM
I have found to to be an almost invariable rule that, after seeing a viral post about a business leader that insists on some weird quirk for their company meetings, if you ask someone that works at that company, they basically just have normal meetings like any other corporation.
Hardtech startups are generally way too concerned about someone “stealing their idea”, to their detriment. The Edison quote that it is 1% inspiration and 99% perspiration is very applicable.
Ideas are easy, execution is hard.
Ideas are easy, execution is hard.
July 25, 2025 at 3:09 PM
Hardtech startups are generally way too concerned about someone “stealing their idea”, to their detriment. The Edison quote that it is 1% inspiration and 99% perspiration is very applicable.
Ideas are easy, execution is hard.
Ideas are easy, execution is hard.
Hello, regular reminder that if you are using stale drilling costs for geothermal analysis, anything from more than 12 months ago, your analysis is wildly out of date and you are going to have a major miss in forecasting.
July 24, 2025 at 1:25 PM
Hello, regular reminder that if you are using stale drilling costs for geothermal analysis, anything from more than 12 months ago, your analysis is wildly out of date and you are going to have a major miss in forecasting.
There is a fear that LLMs will stop their pace of improvement because they’ll run out of training data. Based on their answers on utilities questions, there is actually a long way of to go. Although the prospect of LLMs trained on utility filings is concerning for other reasons. 😆
July 21, 2025 at 1:17 PM
There is a fear that LLMs will stop their pace of improvement because they’ll run out of training data. Based on their answers on utilities questions, there is actually a long way of to go. Although the prospect of LLMs trained on utility filings is concerning for other reasons. 😆
It was a great week this week at Fervo.
July 20, 2025 at 4:58 PM
It was a great week this week at Fervo.
Reposted by Tim Latimer
Enhanced geothermal could power 1 in 5 US homes by 2050
A new study shows that early investment in geothermal tech (using underground heat for electricity) could cut energy costs and help decarbonise the grid nationwide. www.sciencedirect.com/science/arti...
A new study shows that early investment in geothermal tech (using underground heat for electricity) could cut energy costs and help decarbonise the grid nationwide. www.sciencedirect.com/science/arti...
Pathways to national-scale adoption of enhanced geothermal power through experience-driven cost reductions
Enhanced geothermal systems (EGS) are one of a small number of emerging energy technologies with the potential to deliver firm carbon-free electricity…
www.sciencedirect.com
July 11, 2025 at 6:39 PM
Enhanced geothermal could power 1 in 5 US homes by 2050
A new study shows that early investment in geothermal tech (using underground heat for electricity) could cut energy costs and help decarbonise the grid nationwide. www.sciencedirect.com/science/arti...
A new study shows that early investment in geothermal tech (using underground heat for electricity) could cut energy costs and help decarbonise the grid nationwide. www.sciencedirect.com/science/arti...
Seems like something happened in April that really shifted the prospects of the US oil and gas industry. 🤔
July 18, 2025 at 5:08 PM
Seems like something happened in April that really shifted the prospects of the US oil and gas industry. 🤔
As a general rule, someone throwing around the acronym “EROI” is a good signal they have no idea how energy markets work.
July 18, 2025 at 5:06 PM
As a general rule, someone throwing around the acronym “EROI” is a good signal they have no idea how energy markets work.
We are at a time in the market cycle in climatetech where consolidation will be increasingly common. One of the hangups will be a relative lack of experience in M&A among management teams and even investors in these transactions.
July 14, 2025 at 1:33 PM
We are at a time in the market cycle in climatetech where consolidation will be increasingly common. One of the hangups will be a relative lack of experience in M&A among management teams and even investors in these transactions.
One of the coolest things about what Fervo is doing right now is the quantity of deep drilling into geologies that haven’t been explored nearly as much as the classic sedimentary formations of O&G. It’s fun to get huge insights into fundamental geologic processes as a byproduct of our work.
July 12, 2025 at 3:27 PM
One of the coolest things about what Fervo is doing right now is the quantity of deep drilling into geologies that haven’t been explored nearly as much as the classic sedimentary formations of O&G. It’s fun to get huge insights into fundamental geologic processes as a byproduct of our work.
It’s wild that just a few years ago there were zero $1 trillion companies and now there are several in the $2, $3 and even now $4 trillion range.
July 11, 2025 at 12:59 AM
It’s wild that just a few years ago there were zero $1 trillion companies and now there are several in the $2, $3 and even now $4 trillion range.
Reposted by Tim Latimer
“Fervo’s at it again — pushing the limits of enhanced geothermal and what’s possible in clean, firm power.”
Great write up from Sightline on our latest technical advancements. www.ctvc.co/fervo-goes-h...
Great write up from Sightline on our latest technical advancements. www.ctvc.co/fervo-goes-h...
🌎 Fervo goes hotter, deeper, faster, cheaper #250
Groundbreaking results from the geothermal developer’s main project
www.ctvc.co
June 16, 2025 at 3:26 PM
“Fervo’s at it again — pushing the limits of enhanced geothermal and what’s possible in clean, firm power.”
Great write up from Sightline on our latest technical advancements. www.ctvc.co/fervo-goes-h...
Great write up from Sightline on our latest technical advancements. www.ctvc.co/fervo-goes-h...
Reposted by Tim Latimer
Fervo announces new progress on geothermal drilling: deeper, faster, hotter
www.linkedin.com/posts/timlat... 🔌💡
www.linkedin.com/posts/timlat... 🔌💡
Fervo Energy Drills 15,000-FT, 500°F Geothermal Well, Pushing the Envelope… | Tim Latimer | 21 comments
Excited to announce Fervo Energy's latest field results, where we have set a new standard for deep geothermal well drilling with the Sugarloaf Appraisal well: 15,000+ feet, 500°F. All in just 16 d...
www.linkedin.com
June 10, 2025 at 5:52 PM
Fervo announces new progress on geothermal drilling: deeper, faster, hotter
www.linkedin.com/posts/timlat... 🔌💡
www.linkedin.com/posts/timlat... 🔌💡
Reposted by Tim Latimer
"After a day touring Fervo Energy’s geothermal site,
@billgates.bsky.social reached a conclusion: “It’s pretty mind-blowing.” www.wsj.com/business/ene...
@billgates.bsky.social reached a conclusion: “It’s pretty mind-blowing.” www.wsj.com/business/ene...
June 4, 2025 at 11:44 AM
"After a day touring Fervo Energy’s geothermal site,
@billgates.bsky.social reached a conclusion: “It’s pretty mind-blowing.” www.wsj.com/business/ene...
@billgates.bsky.social reached a conclusion: “It’s pretty mind-blowing.” www.wsj.com/business/ene...
Reposted by Tim Latimer
Possibly the coolest job opportunity yet? I'm horribly biased but I think it holds up.
Fervo Energy is hiring for a mid-career level Policy Manager to help lead strategic engagement on government affairs and policy campaigns at the federal and state level: fervoenergy.com/career/gover...
Fervo Energy is hiring for a mid-career level Policy Manager to help lead strategic engagement on government affairs and policy campaigns at the federal and state level: fervoenergy.com/career/gover...
Government Affairs & Policy Manager
The Government Affairs & Policy Manager will lead key initiatives on Fervo’s government affairs and policy team, advocating on behalf of the company and expanding commercial opportunities across legis...
fervoenergy.com
June 3, 2025 at 5:30 PM
Possibly the coolest job opportunity yet? I'm horribly biased but I think it holds up.
Fervo Energy is hiring for a mid-career level Policy Manager to help lead strategic engagement on government affairs and policy campaigns at the federal and state level: fervoenergy.com/career/gover...
Fervo Energy is hiring for a mid-career level Policy Manager to help lead strategic engagement on government affairs and policy campaigns at the federal and state level: fervoenergy.com/career/gover...
Check out this overview video of Fervo’s Cape Station Project in Utah. I had the honor of hosting Bill Gates and Senator John Curtis at our site last week. youtu.be/uBmCSdiMeFk?...
The heat is on with geothermal energy
YouTube video by Bill Gates
youtu.be
June 2, 2025 at 4:53 PM
Check out this overview video of Fervo’s Cape Station Project in Utah. I had the honor of hosting Bill Gates and Senator John Curtis at our site last week. youtu.be/uBmCSdiMeFk?...
Great interview with one of Fervo’s earliest execs on how we have methodically built the capital stock to unlock first of a kind project development.
Fervo's VP of strategy Sarah Jewett walks through how the company used a variety of capital to build its record breaking geothermal facilities:
www.latitudemedia.com/news/what-fe...
www.latitudemedia.com/news/what-fe...
What Fervo's approach says about financing first-of-a-kind energy projects
Sarah Jewett walks through how the company used a variety of capital to build its record breaking geothermal facilities.
www.latitudemedia.com
May 28, 2025 at 2:56 AM
Great interview with one of Fervo’s earliest execs on how we have methodically built the capital stock to unlock first of a kind project development.
Reposted by Tim Latimer
Super exciting report from the U.S. Geological Survey yesterday on the potential for enhanced geothermal systems (EGS) in the Great Basin. 135 GW of EGS potential is beneath our feet there, which could roughly meet 10% of U.S. power production capacity. pubs.usgs.gov/publication/...
May 23, 2025 at 5:10 PM
Super exciting report from the U.S. Geological Survey yesterday on the potential for enhanced geothermal systems (EGS) in the Great Basin. 135 GW of EGS potential is beneath our feet there, which could roughly meet 10% of U.S. power production capacity. pubs.usgs.gov/publication/...
The latest USGS geothermal is a great example of something people outside the resource industry often miss—how much of something there is is a function of how good the tech is.
For just the Great Basin in the US:
Base scenario: 135 GW
Improved tech: 1400 GW
pubs.usgs.gov/fs/2025/3027...
For just the Great Basin in the US:
Base scenario: 135 GW
Improved tech: 1400 GW
pubs.usgs.gov/fs/2025/3027...
May 24, 2025 at 4:49 PM
The latest USGS geothermal is a great example of something people outside the resource industry often miss—how much of something there is is a function of how good the tech is.
For just the Great Basin in the US:
Base scenario: 135 GW
Improved tech: 1400 GW
pubs.usgs.gov/fs/2025/3027...
For just the Great Basin in the US:
Base scenario: 135 GW
Improved tech: 1400 GW
pubs.usgs.gov/fs/2025/3027...